Sundaram Financial Services Opportunities Fund Direct Plan - Growth
Fund House: Sundaram Mutual Fund| Category: Equity: Sectoral-Banking and Financial Services |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Financial Services TRI |
| TER: 0.79% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,524.15 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 66% | Exit Load: 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment. |
116.5377
0.25 (0.2124%)
14.62%
Benchmark: 17.82%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Financial Services TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
4 Years 6 Months
6 Years 11 Months
11 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks long-term capital appreciation by investing predominantely in equity and equity related securities of Indian companies engaged in the banking and financial services.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.85 |
| Sharpe Ratio | 1.08 |
| Alpha | 5.3 |
| Beta | 0.94 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
21.6%
Others
8.58%
Others
-0.93%
Large Cap
65.99%
Mid Cap
4.74%
